AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.81K ﹤0.01%
50
927
$1.79K ﹤0.01%
29
928
$1.75K ﹤0.01%
45
929
$1.66K ﹤0.01%
13
930
$1.64K ﹤0.01%
49
931
$1.64K ﹤0.01%
+3
932
$1.63K ﹤0.01%
50
933
$1.62K ﹤0.01%
12
934
$1.6K ﹤0.01%
50
935
$1.6K ﹤0.01%
30
936
$1.6K ﹤0.01%
200
937
$1.59K ﹤0.01%
20
938
$1.58K ﹤0.01%
+25
939
$1.54K ﹤0.01%
+65
940
$1.46K ﹤0.01%
30
941
$1.46K ﹤0.01%
38
942
$1.46K ﹤0.01%
22
-8
943
$1.46K ﹤0.01%
40
944
$1.44K ﹤0.01%
300
945
$1.42K ﹤0.01%
13
946
$1.4K ﹤0.01%
21
947
$1.36K ﹤0.01%
+8
948
$1.31K ﹤0.01%
10
949
$1.24K ﹤0.01%
16
950
$1.23K ﹤0.01%
46
36 37
38
39 40